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4 Ways to Create a Successful Customer Service Training Program


Like many companies out there, you may either have a customer service training program in place, or are thinking about one.  If so, that’s a good thing. Customer experience continues to be a dominant driver of success. Training for customer service is particularly important now, as companies, including your competitors, are ramping up their efforts to capture market share.

An outstanding training program can improve customer retention, loyalty, sales and profitability.  The data also tells us that it plays a large role in employee retention, loyalty – and acquisition.

Sadly, more customer service training fails than succeeds

There are a number of critical elements involved in creating a successful customer service training program. It’s not just about having a program in place; it’s about having one that truly works.

The ones that fail do so for four reasons. We have audited hundreds of customer service programs on behalf of our clients over the years, and we have seen these same things time and again. This is the first of a four part series exploring how to avoid these, and create a successful program for your company.

Customer Service Training Success Tip #1:
Target the Real Training Needs

A Training Design Case Study

Several years ago, one of our customers in the financial industry asked us to develop some training to reduce their customer churn rate.  Specifically, they wanted the training program to focus on developing their teams’ empathy and mindsets.

Customers thought they didn't care, and weren't competent

On the surface, the request made sense. Their data had clearly identified customer satisfaction and first-interaction resolution of issues as being consistently below expectations.  Anecdotal evidence told them that customers thought employees “didn’t know what they were doing,” and “didn’t care.” The company had already initiated additional product knowledge training, but it didn’t seem to be making a difference.

But that wasn't the real problem

When we did our initial training assessment for our client, however, we discovered that the root cause of these customer perceptions wasn’t product knowledge. Nor was it employee mindsets or empathy. The perceptions, instead, were stemming from two things.

Average call time

The first was the company’s focus on “average call time.” Employees were being measured on how long they spent with each customer, and were rewarded each month they stayed below the prescribed maximum per average call. This was causing employees to be more focused on moving things along then taking enough time to get things right.

Absence of questions

the second was the absence of questions. Employees typically asked very few beyond broad questions like, “What seems to be the problem?” and follow-up technical questions.  They were focused on learning what the problem was, but not on the impact the problem was having on the customer. They were focused on things – not people. This resulted in the inability for them to frame their responses in context of their customers’ best interests.

But that wasn't the real problem


Defining the real customer service training need paid off

On our recommendation, the company removed their average call-time metric, and we focused the training on asking questions and other positive language skills. The results were fantastic. The lesson, of course, is that your customer service training can only be effective when you have clearly identified the actual need.

I wasn’t surprised to learn that the things we recommended had been on the radar for both the company’s training manager and the customer service department head. People in those roles often have unique insights beyond the available data – but are unable to act on them.

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Outstanding Training Courses that will:


  • Employee engagement, enjoyment and retention
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  • Communication errors
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  • Employee turnover

Learn more about Belding Training’s globally-acclaimed Internal Customer Service training